Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mosley Wealth Management (CIK 2011849) reported $314.3M across 781 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PSTR ($20.3M, 6.46%), FNDF ($17.6M, 5.61%), MGC ($13.8M, 4.41%), USFR ($12.5M, 3.98%), VUG ($11.9M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PSTR | PEAKSHARES SECTOR ROTATION ETF | $20.3M | 6.46% | 665,829 | Added |
| 2 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $17.6M | 5.61% | 333,920 | Added |
| 3 | MGC | VANGUARD MEGA CAP ETF | $13.8M | 4.41% | 50,608 | Added |
| 4 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $12.5M | 3.98% | 248,652 | Added |
| 5 | VUG | VANGUARD GROWTH ETF | $11.9M | 3.78% | 137,968 | Added |
| 6 | VHT | VANGUARD HEALTH CARE ETF | $11.1M | 3.54% | 37,158 | Added |
| 7 | VFH | VANGUARD FINANCIALS ETF | $10.6M | 3.38% | 80,709 | Added |
| 8 | AAPL | APPLE INC COM | $10.2M | 3.25% | 35,299 | Added |
| 9 | FDMO | FIDELITY MOMENTUM FACTOR ETF | $8.6M | 2.73% | 87,063 | Added |
| 10 | IVV | ISHARES CORE S&P 500 ETF | $7.9M | 2.50% | 10,490 | Trimmed |
| 11 | VDC | VANGUARD CONSUMER STAPLES ETF | $7.1M | 2.25% | 31,315 | Added |
| 12 | VBR | VANGUARD SMALL CAP VALUE ETF | $7.0M | 2.24% | 28,982 | Added |
| 13 | FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $6.2M | 1.98% | 201,798 | Added |
| 14 | EEM | ISHARES MSCI EMERGING MARKETS ETF | $6.2M | 1.97% | 90,368 | Added |
| 15 | TIP | ISHARES TIPS BOND ETF | $6.1M | 1.96% | 56,169 | Added |
| 16 | BSV | VANGUARD SHORT-TERM BOND ETF | $6.1M | 1.95% | 78,721 | Added |
| 17 | VRP | INVESCO VARIABLE RATE PREFERRED ETF | $6.0M | 1.90% | 245,633 | Added |
| 18 | VIS | VANGUARD INDUSTRIALS ETF | $5.9M | 1.88% | 16,434 | Added |
| 19 | ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $5.6M | 1.79% | 23,205 | Added |
| 20 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $5.5M | 1.75% | 23,238 | Added |
| 21 | NVDA | NVIDIA CORPORATION COM | $3.9M | 1.24% | 19,440 | Trimmed |
| 22 | IVW | ISHARES S&P 500 GROWTH ETF | $3.9M | 1.23% | 28,039 | Trimmed |
| 23 | IAU | ISHARES GOLD TRUST | $3.5M | 1.12% | 46,711 | Added |
| 24 | CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $3.4M | 1.08% | 31,376 | Added |
| 25 | FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $3.1M | 0.99% | 15,062 | Added |
Source: SEC Form 13F filings · as of 2026-06-30